Financial Statement Specialist
Location: Hancock Whitney Center - New Orleans, LA
Time Type: Full time
Posted on: Posted 2 Days Ago
JOB FUNCTION / SUMMARY:
Reviews customer financial data and enters information into standardized bank financial statement software. Provides account officers with financial calculations/statements used to determine the profitability of customers and credit risks associated with making credit decisions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Receives financial statements for corporate and individual loan customers, reviews financial data (e.g. notes payable, type of loan account, income statement, balance sheet, etc.), assesses the quality of financial statements, and determines the appropriate information to enter into the Optimist software system. Enters key performance indicator figures provided by bankers into Optimist software.
- Interprets financial data and notifies credit analysts, department management, etc. and/or account officer of incomplete statements, inconsistent information, and/or financial statement abnormalities.
- Assists analytical staff with research in loan system which is used to provide additional data for the Shared National Credit Report, Energy report, etc.
- Upon request by lenders, compiles credit and deposit summaries/rundowns on customers.
- Performs all other duties and special projects as assigned.
- Incumbent is required to comply with all applicable federal, state, and local banking and industry-related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Minimum requirements of coursework completed towards a 4-year college degree required including 9 or more hours in accounting or finance.
- 4-year college degree preferred; High school diploma or GED required.
- Previous experience working with financial statement spreadsheet software preferred.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines.
- Ability to operate a keyboard if required to perform the essential job functions.
- Ability to read and interpret a document if required to perform the essential job functions.
- Ability to travel if required to perform the essential job functions.
- Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
About Us
When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility.
A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas.
Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us.
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